Business Lending Specialist

2 weeks ago


Fond du Lac, Wisconsin, United States National Exchange Bank & Trust Full time
Position Overview

Why Choose National Exchange Bank & Trust?

Reliable. Authentic. Accomplished. National Exchange Bank & Trust is a family-owned financial institution with extensive capabilities, dedicated to serving the Southeastern Wisconsin area. Established in 1933, we pride ourselves on being a dependable partner for businesses, a valued employer, and an active community participant. At National Exchange Bank & Trust, you will experience a supportive, family-oriented workplace, a fulfilling career, and the chance to positively impact the communities we serve. We are committed to nurturing the potential of our employees and fostering an inclusive atmosphere for growth and advancement.

Role Summary

As a Business Lending Specialist, your primary responsibilities will include cultivating new business opportunities, managing a portfolio of valuable lending relationships, and negotiating loan terms and documentation. You will also be tasked with identifying business prospects, expanding an existing client base, and establishing new client relationships with moderate revenue potential and complexity to achieve your production objectives.

Essential Skills & Attributes

The following skills and attributes are essential for success in your role as a Business Lending Specialist:

  • Meticulous attention to detail and strong organizational skills
  • Interpersonal communication abilities
  • Exceptional verbal and written communication skills
  • Capability to work independently as well as collaboratively within a team
  • Ability to thrive under pressure with frequent interruptions and tight deadlines
  • Comprehensive knowledge of the commercial sector and a thorough understanding of relevant regulations and guidelines
  • Proficiency in operating standard office and banking equipment, as well as required software including Microsoft Word, Excel, PowerPoint, and Outlook.

Qualifications

Ideal candidates will possess the following qualifications:

  • Commitment to maintaining the highest level of confidentiality and discretion regarding customer and bank information.
  • Associate or Bachelor's degree in finance, accounting, business, or a related field, or equivalent experience is preferred but not mandatory.
  • A minimum of 4 years of experience in banking operations and customer engagement or a comparable combination of education and experience is required.
  • Prior banking or financial training, seminars, or coursework is necessary.

Benefits Offered

National Exchange Bank & Trust provides a competitive benefits package that includes, but is not limited to:

  • Health, Dental, and Vision Insurance
  • Health Savings Account with Employer Contributions
  • Short and Long Term Disability Insurance
  • Employer Paid Life and AD&D Insurance
  • Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
  • 401(k) with Employer Match & Profit Sharing
  • Paid Time Off
  • Flexible scheduling options
  • Education Assistance Program
  • Product & Service Discounts and more


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